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| Provider | Service type | Compensation |
|---|---|---|
Filed as: BREMER TRUST NA Service code 21 · EIN 41-1565461 PO BOX 986 · ST CLOUD, MN 56301 | Bank Trustee | $22,560 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $3,800 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $206 |
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,501 | $46,173-36.1% | $170,435-82.7% | $69,631-57.6% |
| Participation rate | 97.9% | 63.9%+34.0pp | 83.6%+14.3pp | 70.7%+27.2pp |
| Annual return | 19.63% | 21.62%-2.0pp | 205.94%-186.3pp | 27571.02%-27551.4pp |
| Employer contribution / active EE | $1,588 | $1,610-1.4% | $5,432-70.8% | $2,032-21.9% |
| Participant deferral / active EE | $1,928 | $2,080-7.3% | $4,939-61.0% | $3,224-40.2% |
| Admin fee / account holder | $78 | $116-33.1% | $13,881-99.4% | $110-29.8% |